BlueChip Wealth Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

BlueChip Wealth Advisors’s Portfolio FGD Stock Details FGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Hold	12,283	–	–	0.15%	112
2026 Q1	$392K	Hold	12,283	–	–	0.17%	102
2025 Q4	$372K	Hold	12,283	–	–	0.16%	108
2025 Q3	$353K	Sell	12,283 -1,351	-10%	-$38.7K	0.15%	105
2025 Q2	$375K	Hold	13,634	–	–	0.17%	109
2025 Q1	$330K	Hold	13,634	–	–	0.16%	112
2024 Q4	$303K	Sell	13,634 -9,986	-42%	-$234K	0.17%	102
2024 Q3	$575K	Hold	23,620	–	–	0.3%	69
2024 Q2	$527K	Sell	23,620 -8,823	-27%	-$202K	0.31%	68
2024 Q1	$739K	Hold	32,443	–	–	0.48%	45
2023 Q4	$722K	Buy	+32,443	New	+$682K	0.51%	47

Other funds holding FGD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

BlueChip Wealth Advisors's FGD Position: Q2 2026 in Review

BlueChip Wealth Advisors held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q2 2026 at 12,283 shares worth $393K. The position accounts for 0.15% of the portfolio, ranked #112.

BlueChip Wealth Advisors first reported a position in FGD in Q4 2023 and has held it in 11 quarters since. The position peaked at $739K in Q1 2024. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

BlueChip Wealth Advisors held 12,283 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $393K as of Q2 2026.
BlueChip Wealth Advisors left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.15% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #112 holding.
BlueChip Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $739K in Q1 2024.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.